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Media Centre

»CIFPs Chair Tony Mahabir and CIFPs Committee Member John De Goey comments in "Fee-based planning: smoothing the way of a successful transition"
The Insurance and Investment Journal - Sep 19, 2013
»Keith Costello, President and CEO of CIFPs comments in "Why some advisors might abandon mutual funds"
Morningstar - July 2013
»CIFPs 11th Annual National Conference 2013
Media Articles
»CIFPs 11th Annual National Conference 2013
Speaker Presentations
»CIFP Case Challenge - Aspiring planners test their mettle
InvestmentExecutive.com
»CIFPs Chair Tony Mahabir is interviewed at the CIFA Conference
»Metro RRSP Guide
When is a loan right for you?
Anthony Williams, VP Academic Affairs CIFP
»Toronto Star Monday Makeover
High income — but no savings will delay retirement CIFPs Chair Tony Mahabir provides needed advice
»Keith Costello, President and CEO of CIFPs comments in "The planning process - How to present a financial plan"
Investment Executive - December 2012
»Keith Costello, President and CEO of CIFPs comments in "The planning process - Four steps to effective discovery meetings"
Investment Executive - December 2012
»Center for the Advancement of Value Investing Education - Seminar on Value Investing and the Search for Value
»Continuing Education courses available from CIFPs are now FPSC-approved CE Activities and are not subject to an FPSC audit
»CIFPs 10th Annual National Conference 2012
Watch Jamie Golombek's Presentation
»CIFPs 10th Annual National Conference 2012
Media Articles
»Keith Costello, President and CEO of CIFPs comments on the merger of accounting groups.
Investment executive April 2012
»A New Focus on Financial Literacy
Keith Costello, President and CEO fo CIFPs comments on Financial Literacy in Canada
Investment Executive-December 2011
»Students get a taste of the real world
CIFPs 2nd Annual Case Study Competition
Investment Executive-December 2011
»Business Students Win CIFP Competition
Centennial College - November 2011
»CIFP Case Challenge welcomes aspiring advisors from across Ontario
Financial planning students from six Ontario colleges will put their skills to the test this Saturday at the CIFP Case Challenge Competition.
Investment Executive - November 9, 2011
»Keith Costello, President and CEO of CIFPs comments on "Coalition forms to establish national standards for financial planners"
The Insurance and Investment Journal - June/July 2011
»CIFPs 9th Annual National Conference 2011 Media Articles
»CIFPs response to Consultation Paper dated December 20, 2010 - Consultation on Possible Options for the Incorporation of Individual Representatives of Registered Dealers and Advisers in Canada (the Consultation Paper)
»Keith Costello, President and CEO of CIFPs comments on "Firms turn focus to financial planning"
Investment Executive - November 1, 2010
»Keith Costello, President and CEO of CIFPs comments on "Errors and omissions rates stabilize"
The Investment and Insurance Journal - August 2010
»Keith Costello, President and CEO of CIFPs comments on "Canadian Institute of Financial Planners continues to grow membership"
The Investment and Insurance Journal - August 2010
»Shift to fee-based model a long term Project Read the narrative on the results of this co-sponsored survey by CIFPs and To fee or Not to Fee.
Investment Executive - August 2010
»CIFPs 8th Annual National Conference 2010 Media Articles
»Keith Costello, CIFPs president and CEO, describes highlights for the upcoming conference including the results of a national survey that compares fee-based versus commission-based planning.
IE:TV - May 31, 2010
»8th International Forum of the CIFA in Madrid
Independent Financial Advisors Emerge Stronger from the Financial and Banking Crisis
Press Release - April 30, 2010
»Keith Costello, President and CEO of CIFPs comments in "New financial literacy task force goes on tour"
Investment Executive - March 2010
»Keith Costello, President and CEO of CIFPs comments in "More Regulation for Financial Planners?"
Investment Executive - January 2010
»"The Value of Advice"
Roundtable Discussion with CIFPs Members
Advisor's Edge Report - December 2009
»"Hot tax and estate planning issues"
Insurance Journal - September 2009
»Keith Costello, President and CEO of CIFPs comments on Reverse Mortgages on CBC radio's, Kelly Keehn's show "Keehn on Money"
»"Dealing with the market crisis: give clients a reason to stay"
Insurance Journal - August 2009
»Practice Management Corner
»Anthony Williams, Director of Academic Affairs for CIFPs guest speaks in "How CFPs help investors"
BNN Video - July 13, 2009
»CIFPs 7th Annual National Conference 2009 Media Articles
»Keith Costello, President and CEO of CIFPs comments on the 2009 Budget
"Budget 2009: Industry associations cautiously optimistic"
Advisor.ca January 27, 2009
»Groups pan proposed financial planning rule
Investment Executive - November 2008
»"Planning advocates hammer IIROC's proposal"
Advisor.ca - October 2008
»CIFPs comment letter on the proposed
IIROC financial planning rule
»Investment Industry Regulatory Organization of Canada (IIROC) Proposed financial planning rule
»Interview with Keith Costello, President and CEO of CIFPs in "Making the Plan"
Advisor's Edge - August 2008
»CIFPs Regulatory and Government Relations Committee submission to the Expert Panel on Securities Regulation- Moving to a single securities regulator and reform of the Canadian financial regulatory system.
»Joint Venture- CIFPs and The Insurance Journal launch monthly section "Focus on Financial Planning" in Insurance Journal's Publication.
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